OUR SERVICES
Our network of professionals provides individuals and business owners access to the professional knowledge and experience required to assess your goals and plan for your financial future.
While we often recommend the development of a comprehensive financial plan, we are also happy to work with you on specific issues related to protecting, growing, and managing your wealth.
In addition to providing assistance with the development of a plan for meeting your goals, our advisors are also able to help with selecting and implementing the right product or investment strategy into your overall financial picture.
A list of specific services is outlined below:
FINANCIAL PLANNING & INVESTMENT MANAGEMENT
Individuals
- Comprehensive Financial Plans
- Tax & Estate Planning
- Retirement Planning / IRA Rollovers
- Investment Allocation Design
- Fee-based Investment Management
- Variable & Fixed Annuities
- Education Funding
- Charitable Gifting
- Long-Term Care Planning
- Life Insurance
Business Owners (in addition to the above)
- Business Continuation Planning Exit Strategy Development
- 401k Profit Sharing & Pension Plans
- Deferred Compensation Plans
- Self-Employed Retirement Plans
QUALIFIED RETIREMENT PLANNING
With the changing regulatory environment in qualified retirement plans, it is crucial to work with an advisor that understands the regulations and how they affect you and your business. Let us use our expertise in this area to help you review your plan design and assist with the management of your fiduciary responsibility.
Services include:
- Retirement Plan Design & Implementation
- Initial Selection of Investment Options
- Ongoing Monitoring of Investment Options
- Customized Employee Education
- Fiduciary Process Management
- ERISA Section 404(c) Review
CONSULTING SERVICES
Consulting services are available on hourly and project-based fee designs. Contact us to discuss.